Jonathan Allen serves as the firm’s lead portfolio manager, leveraging his extensive experience in both value and growth investing. With a career that spans across top money management firms, Jonathan has been a trader and a assistant portfolio manager before founding his own firm. His deep expertise in navigating complex financial markets has shaped his mastery in areas such as risk management, portfolio rebalancing, return optimization, and the development of tailored investment strategies. With a sharp focus on comprehensive research and analysis, Jonathan’s disciplined and well-rounded approach has consistently delivered exceptional results for clients, making him a standout in managing diverse portfolios.

Mantra: “Simple, understandable decisions applied consistently outperform complex ideas in the long run. You do not get extra points for complexity in business or the markets”

Education

• Undergraduate: University of Tennessee, Knoxville
  Concentration: Supply Chain Management/Logistics

• Graduate: University of Tennessee, Chattanooga
  MBA in Finance

Certifications:

• Series 7

• Series 66

• SIE

Professional Experience:

• E*Trade

• Healy Wealth Management of Atlanta

• Investment Counsel Company of Nevada

• Raymond James